Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / HORIZON KINETICS
-
Total 13F shares
-
16,796,936
-
Share change
-
+991,858
-
Total reported value
-
$682,842,280
-
Put/Call ratio
-
15%
-
Price per share
-
$40.65
-
Number of holders
-
137
-
Value change
-
+$41,610,277
-
Number of buys
-
83
-
Number of sells
-
38
Institutional Holders of LISTED FDS TR - HORIZON KINETICS (INFL) as of Q1 2025
As of 31 Mar 2025,
LISTED FDS TR - HORIZON KINETICS (INFL) was held by
137 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,796,936 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, OXFORD FINANCIAL GROUP, LTD. LLC, LPL Financial LLC, ROYAL BANK OF CANADA, One Charles Private Wealth Services, LLC, WELLS FARGO & COMPANY/MN, UBS Group AG, Bank of New York Mellon Corp, Rockefeller Capital Management L.P., and Kestra Investment Management, LLC.
This page lists
139
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.